MarketingAgent: plan your LinkedIn and Instagram posts in Dolibarr

MarketingAgent – social media planning (LinkedIn, Instagram)

Your social media plan in the ERP you already use: posts are prepared by the team, checked against the rules of each network and published at the planned time – without an extra SaaS subscription and without copying texts between tools.

Four publishing steps per topic

• Step 1: the main post on the LinkedIn company page (full text, images, link)
• Step 2: your personal LinkedIn profile reshares the company post with its own short text – your personal note – as soon as step 1 is published and a delay is over (default 30 minutes, per post, 0 = right after)
• Step 3: the Instagram post at the same time as step 1 (caption with hashtags, image or video required)
• Step 4 (optional): an article on your own website at the same time as step 1 – a Markdown file with title, address, description and categories is copied by FTP, FTPS or SFTP into the folder of the articles, added to an index file and checked at its public address (while it is not visible yet, the scheduled job checks again, at most six times); a file of the same name that the step did not create itself, or another article with the same address, is never overwritten; also written by the AI agent
• Steps can be switched off per post; the steps active by default are a setting

Planning

• Own menu "Social media" with overview, list, editorial calendar and setup
• Post with title and date; briefing with topic, tone of voice, audience, language, call to action and link
• Common text and a text per step (company text, personal note, Instagram caption), hashtags, several images, alt text
• Defaults for new posts (steps, delay of the reshare, tone, language, audience, hashtags)
• Videos (MP4, M4V, MOV; LinkedIn rejects uploaded MOV files): one video per LinkedIn post (Videos API), a reel or a carousel of images and videos on Instagram; or the address of a video on another server, also one for LinkedIn only (e.g. 16:9 there, 1:1 on Instagram)
• Naming of the posts with the numbering masks of Dolibarr, e.g. Post-{yyyy}{mm}-{000@99}

Publication

• LinkedIn: one app and one connection for the company page and your personal profile (Community Management API), image, multi-image and article posts, reshare with the Posts API, OAuth 2.0 connection from the setup
• Instagram: business and creator accounts with the Instagram API with Instagram Login – only the Instagram app ID and secret of a Meta app, no Facebook page; "Connect with Instagram" in the setup, token of 60 days renewed automatically; the Facebook login stays available. Single image, carousel or reel (video), images converted to JPEG and padded to an accepted aspect ratio
• Media for Instagram from Dolibarr through signed links, from a web space (FTP, FTPS, SFTP) the module copies them to when Dolibarr is not reachable from the internet, or images and videos already on another server; SFTP only with the MD5 fingerprint of the host key of the server, without it nothing is copied
• Two scheduled jobs: the publication every 5 minutes and the AI agent (routines) every 15 minutes; asynchronous Instagram processing is continued by the next run of the publication without duplicates
• Status per step (pending, waiting, processing, being sent, published, error, canceled), planned time, link to the published post, attempts and log; retry, publish now (both after a confirmation) and skip per step
• No double publication: every step is claimed in the database before it is sent; interrupted publications are detected; maximum delay for overdue posts
• Simulation mode to test everything without sending, email notification on errors

Checks and AI

• Preview per step with character counter and the limits of the network (length, number of images, image formats, hashtags and mentions)
• Optional: the texts of all steps written together and consistent with the AI module of Dolibarr (depending on the Dolibarr version OpenAI, Groq, Mistral or own endpoint; Anthropic and Gemini only from Dolibarr 24) or a provider of the AI agent: company text, personal note in first person that refers to the company post, Instagram caption with hashtags
• AI agent (optional): researches with Tavily (web search of the module, with every provider) or with the search tool of the provider (Anthropic, OpenAI, OpenRouter) and writes drafts with the texts of every step, a planned date and the sources of its facts, following the instructions of the company (AGENTS.md) and the defaults of the posts; started by routines or "Run now". The agent only writes drafts and has no way to publish: a person checks and schedules them, or a routine schedules them with its approval
• Check of the sources without AI: sources that the research did not find are removed from the draft and listed in its private note, addresses in the texts are checked too; the model is told that pages found are information, never instructions
• Routines: weekdays or days of the month, optionally only some weeks of the month (e.g. only the first and third Sunday), time, task, posts per run for today or the next days, or fixed dates of a rhythm (posts per date, days between the dates, first date; no date is planned twice); steps and fixed media; web research with time window, filter of domains and least number of sources per post; own provider and own model per routine
• A routine runs at most once a day, a missed run is done later the same day; run log with provider, model, drafts, tokens and cost; e-mail on failure; monthly limit of tokens
• Approval per routine: drafts (a person checks and schedules), automatic with a time to object (an e-mail with links says when; "Unschedule" stops the post) or at once. Warning: with automatic approval the texts of the AI are published without a human check
• Providers with an API key: Anthropic, OpenAI, OpenRouter, weber.cloud, APIs compatible with OpenAI, AI module of Dolibarr; nothing to install on the server

Setup and operation

• Values to copy into the apps of LinkedIn and Meta (redirect URLs of your installation, scopes, address of the public image links) with copy buttons and a step-by-step guide; complete how-to in the documentation
• Instagram gets the images and videos only through signed, time limited links or from the web space set up; one public page, nothing else without login; tokens and app secrets stored encrypted
• Tab Website for step 4: access of its own or the one of the web space of the media, folder and index file of the articles, name of the files, address of the articles, overview page, categories, layout of the files, naming mask of its own for the posts with a website article and rules for the articles of the AI agent; "Test connection" shows the newest article
• Four permissions (read, write, delete, schedule/publish); every action that changes data checks the security token; external users see no pages and no images of the module; images and videos of other servers are downloaded only from public addresses; an uploaded file is checked by its content against its extension; disconnecting LinkedIn or Instagram asks for a confirmation
• Multicompany: one AI agent per entity; the scheduled job of an entity sends only the posts of its own entity, with its accounts, web space and settings; image links are signed with the secret of the entity
• Updates install without disabling the module (back up the database and the documents before an update); missing tables, the scheduled jobs or directories are created again; if an update fails, nothing is published and the scheduled jobs report an error until it succeeds
• Time zone and language: the times of the routines are in the time zone of PHP, so the cron and the web server need the same one; the scheduled jobs write the posts in the default language of the settings, else in the language of the installation (with "auto" in the language of the cron user, else in English); on the days of the change of the clock a routine whose time falls in the skipped hour runs once, at the shifted time
• More networks can be added as connectors (also from other modules through a hook)
• Data protection: posts go to LinkedIn and Meta, articles to the server of your own website, briefings and instructions to the AI provider you choose, search queries and found pages to Tavily (USA) when its key is set; the README lists what is sent and stored
• Languages: English and German

Module data

Not included

• No stories, document or poll posts; a LinkedIn post has images or one video
• Published posts are not changed or deleted on the network
• No other networks out of the box (they can be added as connectors)
• One personal LinkedIn profile per entity makes the reshare; reshares by several employees are not included
• Limits of the networks: Instagram limits the number of API posts per 24 hours; videos of more than 60 seconds in an Instagram carousel may be refused
• Drafts of the AI agent must be checked by a person; with the automatic approval of a routine the texts of the AI are published without that check
• Files copied to a web space are not deleted by the module